BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Expressive Wealth LLC

· CIK 0002026980
13F Portfolio $105M AUM 130 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 43 Added 36 Reduced 37 Exited
Page 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB SLB LIMITED Energy 5,918.0 $326K 0.31% NEW $55.16 +3.1%
102 CINF CINCINNATI FINL CORP Financial Services 2,008.0 $322K 0.31% -97.0 -4.6% $160.43 +4.5%
103 CRH PLC 2,766.0 $318K 0.30% +59.0 +2.2% $114.91
104 PPG PPG INDS INC Basic Materials 2,776.0 $310K 0.29% NEW $111.53 -10.0%
105 WEC WEC ENERGY GROUP INC Utilities 2,668.0 $304K 0.29% -126.0 -4.5% $113.94 -3.8%
106 IWL ISHARES TR 1,647.0 $300K 0.29% -5K -73.2% $182.03 +0.7%
107 ABT ABBOTT LABORATORIES Healthcare 3,454.0 $298K 0.28% +36.0 +1.1% $86.30 +1.8%
108 CW CURTISS WRIGHT CORP Industrials 390.0 $290K 0.28% -321.0 -45.1% $742.89 -5.8%
109 MCD MCDONALDS CORP Consumer Cyclical 1,010.0 $287K 0.27% -316.0 -23.8% $284.18 -0.6%
110 UNP UNION PAC CORP Industrials 1,069.0 $287K 0.27% NEW $268.28 +1.3%
111 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 870.0 $261K 0.25% $300.21 -2.3%
112 MRSH MARSH & MCLENNAN COS INC Financial Services 1,590.0 $261K 0.25% NEW $163.90 +1.2%
113 IVV ISHARES TR 345.0 $254K 0.24% +12.0 +3.6% $737.41 +0.1%
114 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,158.0 $251K 0.24% NEW $79.35 -3.5%
115 VXUS VANGUARD STAR FDS 2,836.0 $243K 0.23% NEW $85.62 -3.4%
116 MTUM ISHARES TR 795.0 $238K 0.23% -106.0 -11.8% $299.23 -2.3%
117 RMD RESMED INC Healthcare 1,082.0 $227K 0.22% NEW $209.64 -2.7%
118 ZTS ZOETIS INC Healthcare 2,017.0 $224K 0.21% NEW $111.22 -29.9%
119 RS RELIANCE INC Basic Materials 580.0 $218K 0.21% NEW $376.48 -6.3%
120 PSX PHILLIPS 66 Energy 1,264.0 $217K 0.21% NEW $171.72 +3.8%
Page 6 of 7  ·  130 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.2%
Technology 25.4%
Industrials 15.3%
Healthcare 11.1%
Communication Services 6.7%
Consumer Cyclical 5.2%
Basic Materials 3.8%
Energy 2.9%
Utilities 1.8%
Consumer Defensive 1.5%